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BV Financial Inc (BVFL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares166,353 from 174,351
Change-7,998 (-5%)
Value$3.5M (-$202.7K)
Filed 2026-11-06
Oppenheimer & Close, LLC
UNCHANGED
Shares134,533 from 134,533
Change0 (0%)
Value$2.8M (-$26.9K)
Filed 2026-11-09
Dimensional Fund Advisors LP
INCREASED
Shares133,571 from 128,692
Change+4,879 (+4%)
Value$2.8M (+$76.7K)
Filed 2026-11-04
Strs Ohio
INCREASED
Shares27,636 from 22,500
Change+5,136 (+23%)
Value$579.8K (+$103.3K)
Filed 2026-10-30
Barclays PLC
INCREASED
Shares24,915 from 22,779
Change+2,136 (+9%)
Value$522.7K (+$40.3K)
Filed 2026-11-06
Courier Capital LLC
UNCHANGED
Shares20,913 from 20,913
Change0 (0%)
Value$438.8K (-$4.2K)
Filed 2026-10-19
Bank of New York Mellon Corp
DECREASED
Shares19,558 from 19,753
Change-195 (-1%)
Value$410.3K (-$8.0K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
NEW
Shares15,007
Change+15,007
Value$323.7K
Filed 2026-10-13
Ritholtz Wealth Management
INCREASED
Shares12,064 from 11,557
Change+507 (+4%)
Value$253.1K (+$8.3K)
Filed 2026-11-05
Creative Planning
NEW
Shares9,639
Change+9,639
Value$202.2K
Filed 2026-11-02
Deutsche Bank Ag\
DECREASED
Shares5,756 from 6,627
Change-871 (-13%)
Value$120.8K (-$19.6K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares5,549 from 5,488
Change+61 (+1%)
Value$116.4K (+$182)
Filed 2026-11-06
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares1,961 from 1,961
Change0 (0%)
Value$41.1K (-$392)
Filed 2026-11-09
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$32.1K (-$306)
Filed 2026-10-13
Blue Trust, Inc.
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$22.4K (-$214)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares493 from 3,131
Change-2,638 (-84%)
Value$10.3K (-$56.0K)
Filed 2026-11-04
State of Wyoming
NEW
Shares221
Change+221
Value$4.6K
Filed 2026-10-28
Sterling Capital Management LLC
DECREASED
Shares124 from 128
Change-4 (-3%)
Value$2.6K (-$109)
Filed 2026-10-22
Mather Group, Llc.
NEW
Shares87
Change+87
Value$1.8K
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares77 from 73
Change+4 (+5%)
Value$1.6K (+$71)
Filed 2026-11-04
Avion Wealth
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$755 (-$7)
Filed 2026-10-08
Essential Partners LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$566 (-$6)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$525 (-$5)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares21 from 11
Change+10 (+91%)
Value$441 (+$207)
Filed 2026-10-08
SJS Investment Consulting Inc.
NEW
Shares20
Change+20
Value$420
Filed 2026-10-26
Allworth Financial LP
NEW
Shares17
Change+17
Value$361
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares10 from 22
Change-12 (-55%)
Value$210 (-$256)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares8 from 6
Change+2 (+33%)
Value$168 (+$41)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares6
Change+6
Value$126
Filed 2026-10-21
Fortitude Family Office, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$63 (-$1)
Filed 2026-10-14
True Wealth Design, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$42 (-$1)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
NEW
Shares1
Change+1
Value$21
Filed 2026-10-30
Covestor Ltd
CLOSED
Shares0 from 4,850
Change-4,850 (-100%)
Value$0 (-$103.0K)
Filed 2026-10-30
Alliancebernstein L.P.
N/A
Shares— from 764,934
Change-764,934 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 593,526
Change-593,526 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 305,938
Change-305,938 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 141,262
Change-141,262 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 115,248
Change-115,248 (-100%)
Value—
State Street Corp
N/A
Shares— from 100,798
Change-100,798 (-100%)
Value—
Stilwell Value LLCA
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Beartown Capital Management, LLC
N/A
Shares— from 60,616
Change-60,616 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 52,896
Change-52,896 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 51,050
Change-51,050 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 45,934
Change-45,934 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 45,499
Change-45,499 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 39,888
Change-39,888 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 28,375
Change-28,375 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 26,775
Change-26,775 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 25,149
Change-25,149 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 22,215
Change-22,215 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 22,149
Change-22,149 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 21,941
Change-21,941 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,677
Change-18,677 (-100%)
Value—
Saber Capital Managment, LLC
N/A
Shares— from 17,314
Change-17,314 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 15,121
Change-15,121 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,999
Change-14,999 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 13,544
Change-13,544 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 9,611
Change-9,611 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,682
Change-5,682 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,906
Change-2,906 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 884
Change-884 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 739
Change-739 (-100%)
Value—
FMR LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 300
Change-300 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 229
Change-229 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 93
Change-93 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED166,353174,351-7,998-5%$3.7M$3.5M-$202.7K2026-11-06
Oppenheimer & Close, LLC
UNCHANGED134,533134,53300%$2.8M$2.8M-$26.9K2026-11-09
Dimensional Fund Advisors LP
INCREASED133,571128,692+4,879+4%$2.7M$2.8M+$76.7K2026-11-04
Strs Ohio
INCREASED27,63622,500+5,136+23%$476.6K$579.8K+$103.3K2026-10-30
Barclays PLC
INCREASED24,91522,779+2,136+9%$482.5K$522.7K+$40.3K2026-11-06
Courier Capital LLC
UNCHANGED20,91320,91300%$442.9K$438.8K-$4.2K2026-10-19
Bank of New York Mellon Corp
DECREASED19,55819,753-195-1%$418.4K$410.3K-$8.0K2026-11-05
Wealth Enhancement Advisory Services, LLC
NEW15,007—+15,007——$323.7K—2026-10-13
Ritholtz Wealth Management
INCREASED12,06411,557+507+4%$244.8K$253.1K+$8.3K2026-11-05
Creative Planning
NEW9,639—+9,639——$202.2K—2026-11-02
Deutsche Bank Ag\
DECREASED5,7566,627-871-13%$140.4K$120.8K-$19.6K2026-11-06
Russell Investments Group, Ltd.
INCREASED5,5495,488+61+1%$116.2K$116.4K+$1822026-11-06
Police & Firemen's Retirement System of New Jersey
UNCHANGED1,9611,96100%$41.5K$41.1K-$3922026-11-09
Harbor Investment Advisory, LLC
UNCHANGED1,5301,53000%$32.4K$32.1K-$3062026-10-13
Blue Trust, Inc.
UNCHANGED1,0701,07000%$22.7K$22.4K-$2142026-10-15
Citigroup Inc
DECREASED4933,131-2,638-84%$66.3K$10.3K-$56.0K2026-11-04
State of Wyoming
NEW221—+221——$4.6K—2026-10-28
Sterling Capital Management LLC
DECREASED124128-4-3%$2.7K$2.6K-$1092026-10-22
Mather Group, Llc.
NEW87—+87——$1.8K—2026-10-14
EverSource Wealth Advisors, LLC
INCREASED7773+4+5%$1.5K$1.6K+$712026-11-04
Avion Wealth
UNCHANGED505000%$1$1$02026-11-04
Gamma Investing LLC
UNCHANGED363600%$762$755-$72026-10-08
Essential Partners LLC
UNCHANGED272700%$572$566-$62026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED252500%$530$525-$52026-10-20
Farther Finance Advisors, LLC
INCREASED2111+10+91%$234$441+$2072026-10-08
SJS Investment Consulting Inc.
NEW20—+20——$420—2026-10-26
Allworth Financial LP
NEW17—+17——$361—2026-11-06
PNC Financial Services Group, Inc.
DECREASED1022-12-55%$466$210-$2562026-11-06
IFP Advisors, Inc
INCREASED86+2+33%$127$168+$412026-10-16
Root Financial Partners, LLC
NEW6—+6——$126—2026-10-21
Fortitude Family Office, LLC
UNCHANGED3300%$64$63-$12026-10-14
True Wealth Design, LLC
UNCHANGED2200%$43$42-$12026-10-13
Provenance Wealth Advisors, LLC
NEW1—+1——$21—2026-10-30
Covestor Ltd
CLOSED04,850-4,850-100%$103.0K$0-$103.0K2026-10-30
Alliancebernstein L.P.
N/A—764,934-764,934-100%$14.6M———
BlackRock, Inc.
N/A—593,526-593,526-100%$12.6M———
Vanguard Capital Management LLC
N/A—305,938-305,938-100%$6.5M———
Gendell Jeffrey L
N/A—141,262-141,262-100%$3.0M———
Arrowstreet Capital, Limited Partnership
N/A—115,248-115,248-100%$2.4M———
State Street Corp
N/A—100,798-100,798-100%$2.1M———
Stilwell Value LLCA
N/A—80,000-80,000-100%$1.7M———
Beartown Capital Management, LLC
N/A—60,616-60,616-100%$1.3M———
Northern Trust Corp
N/A—52,896-52,896-100%$1.1M———
Goldman Sachs Group Inc
N/A—51,050-51,050-100%$1.1M———
Vanguard Fiduciary Trust Co
N/A—45,934-45,934-100%$972.9K———
Vanguard Portfolio Management LLC
N/A—45,499-45,499-100%$963.7K———
HSBC Holdings PLC
N/A—39,888-39,888-100%$855.8K———
Panagora Asset Management Inc
N/A—28,375-28,375-100%$601.0K———
Morgan Stanley
N/A—26,775-26,775-100%$567.1K———
Bridgeway Capital Management, LLC
N/A—25,149-25,149-100%$532.7K———
Bank of America Corp
N/A—22,215-22,215-100%$470.5K———
Empowered Funds, LLC
N/A—22,149-22,149-100%$469.1K———
Charles Schwab Investment Management Inc
N/A—21,941-21,941-100%$464.7K———
Citadel Advisors LLC
N/A—18,677-18,677-100%$395.6K———
Saber Capital Managment, LLC
N/A—17,314-17,314-100%$366.7K———
LOS Angeles Capital Management LLC
N/A—15,121-15,121-100%$320.3K———
AQR Capital Management LLC
N/A—14,999-14,999-100%$317.7K———
O'shaughnessy Asset Management, LLC
N/A—13,544-13,544-100%$286.9K———
Rhumbline Advisers
N/A—9,611-9,611-100%$203.6K———
Wells Fargo & Company
N/A—5,682-5,682-100%$120.3K———
Vanguard Global Advisers, LLC
N/A—3,762-3,762-100%$79.7K———
UBS Group AG
N/A—3,446-3,446-100%$73.0K———
BNP Paribas Financial Markets
N/A—3,315-3,315-100%$70.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,125-3,125-100%$66.2K———
JPMorgan Chase & Co
N/A—2,906-2,906-100%$62.0K———
Royal Bank of Canada
N/A—1,358-1,358-100%$29.0K———
Tower Research Capital LLC (TRC)
N/A—1,092-1,092-100%$23.1K———
Ameritas Investment Partners, Inc.
N/A—884-884-100%$18.7K———
Legal & General Group Plc
N/A—739-739-100%$15.7K———
FMR LLC
N/A—442-442-100%$9.4K———
New York State Common Retirement Fund
N/A—300-300-100%$6.4K———
Arax Advisory Partners
N/A—229-229-100%$4.9K———
California State Teachers Retirement System
N/A—93-93-100%$2.0K———
UBS Asset Management Americas LLC
N/A—11-11-100%$233———
Rothschild Investment LLC
N/A—7-7-100%$148———
Basecamp Wealth Advisors LLC
N/A—5-5-100%$106———
Showing 76 of 76 institutions